HomeMy WebLinkAbout12-06-06
-I
15056051047
REV-1500 EX (06-05)
PA Department of Revenue
Bureau of Individual Taxes
PO BOX 280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Number Date of Death
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Date of Birth
Decedent's Last Name
Suffix
Decedent's First Name
MI
(If Applicable) Enter Surviving Spouse's Information Below
Last Name Suffix
MI
Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
_ 1. Original Return
c:::>
4. Limited Estate
c:::>
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
c:::>
2. Supplemental Return
c:::>
c:::>
c:::> 4a. Future Interest Compromise (date of
death after 12-12-82)
c:::> 7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
c:::> 10. Spousal Poverty Credit (date of death c:::> 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
o
8. Total Number of Safe Deposit Boxes
..
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AJ -I DC I 4-rt_i
REGIS~~ OF WILLS ~ ONLY
Firm Name (If Applicable)
~
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Second line of address
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City or Post Office
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First line of address
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State
ZIP Code
'fli~ FILED
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Correspondent's e-mail address:
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowiedge.
SIGNATURE OF PERSOl-l RESl'lONSIBLE FOR FILING RETURN " DAjfE I
(\ ,\' 1,1,)),1:.: ,r'i) Co, cr',. 1 L..," Lit I"') it I." i
\.j {l....v Ct, '1".. ''''C---'-Y ...... r ~.C '-^-C' 0-) -' I..... I Vi,(')
ADD~SS . I <
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PREPARER OTHER T~~PR~SENTATIVE ,p I \
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_fu~~'^ CJ ~_-1> ,,: \iiC \ _iv',rK \O~', i~t? L L, c.-. ",',
PLEASE USE ORIG'NAL FORM ONLY
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ADDRESS
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Side 1
L
15056051047
15056051047
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15056052048
REV-1500 EX
Decedent's Social Security Number
Decedent's Name:
(f?(lJ(.. \ 2: I' (, \L
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\8 C{ \ 0
11]l{8
RECAPITULATION
1. Real estate (Schedule A).
1
V0, \)
Nt
2. Stocks and Bonds (Schedule B) . .
." .. . .. 2.
l\l 0.N t?
.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . .
3.
~u /V'C
.
5.
!v0/V
(ltc{
----
t::::' .
4. Mortgages & Notes Receivable (Schedule D) .
4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . .
\ f'. Itj
6. Jointly Owned Property (Schedule F) C=> Separate Billing Requested .
7. inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) C=> Separate Billing Requested. .
6.
No ,A.) E
.
9. Funeral Expenses & Administrative Costs (Schedule H). .
9
\'"1 ~)-l.yj
~ l J-"1 '{ '2-. -.rq
\ S S-rq .el
\ \.{, '-\ .-"1 '1
lS(c~.8"1
\ -f1 0 J ~ .l 0
/VD/V0.
7.
8. Total Gross Assets (total lines 1-7). .
8.
10. Debts of Decedent, Mortgage Liabilities, & liens (Schedule i) . .
. . 10.
11. Total Deductions (total lines 9 & 10).
. . . 11.
12. Net Value of Estate (line 8 minus line 11) . . .
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . .
. . 12.
. . . . . 13.
14. Net Value Subject to Tax (line 12 minus line 13) . .
. . . . . . 14.
\ 11 0 3 ~.} 8
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0_
16. Amount of line 14 taxable
at lineal rate X.O ~~
17. Amount of line 14 taxable
at sibling rate X J 2
18. Amount of line 14 taxable
at collateral rate X .15
~I\) 0 .fV 'f"
~ fl 03
.
.----
II.} :) IV 'C
.
15. .
16. I D b& .[J
17. .
18. .
19. LO b fc .'1, J
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[v~ (IJ E-
.
19. TAX DUE. . . . .
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
-
Side 2
L
15056052048
15056052048
.-J
Decedent's Complete Address:
DECEDENT'S NAME
File NUmbj I ~ ;l () 0 l:.- c u\-\ \. \
REV-1500 EX Page 3
STREET ADDRESS
u.e/ c I c:!: "'L \L _ l~C\L
II 3 J . ~ " ~~~-Lj LX'
D ;, 'v'-<-
CITY
CC,.,.\:1/-t
STATE
fA
ZIP
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Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1) -=1 D b h _~ J
0,000, VJ
3_L~ 3 'l
Total Credits ( A + B + C )
(2) :51 3 [~.3 Lf_
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E )
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund.
(3)
o
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(4) __J;bf-h ,_rq
(5)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5A)
(5B)
A. Enter the interest on the tax due.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. ~.idr~~a~~~~:\::~ ~n~:~~:f ~~~:property transferred; .......................................................................................... 0 ~
b. retain the right to designate who shall use the property transferred or its income; ................................... D G-('
c. retain a reversionary interest; or.................................................................................................. D ~
d. receive the promise for life of either payments, benefits or care? ...................................................... .... .... D G:r'
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ........................................,.............. ...............................'........'...
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ..................................................................................................
.....~
D
............ ~
[-I
o
D
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. S9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent
[72 P.S. S9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. s9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in
72 PS. S9116(12) [72 PS. s9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. s9116(a)( 1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1508 EX + (1-97)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
b €-v'"ic. \ ~ ~ ,^L '?-- .
~,[lL
FILE NUMBER
1-1 - )--006 - GOYII
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
J-.
'3
'-\
f.
G.
f
"6.
~
\ -J,
DESCRIPTION
j '-'1 ~ " c '^.t. ,\ /'1t, \,: t> \ '- i'1 ~ b...l '- \. C v{ <L -\- L'; V\, , ;)/,\
'"'" J'v- _d" 11)00 \./ {, \ v L, 1 ({.. c..-\1?, Ll..L
J h",vt'. Alct
\ I
b <11'\ \i. [ i'~
VALUE AT DATE
OF DEATH
leI j(,,=1
J' '1 "1 '1 .) . ;:):..)
,
J- 1. 'l tt {j (n
10 If'll. 3 I
\ (".-,.f\ 3.tf(,
). j> D':). ..:.;,)
\
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I
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l"~' :) ~ U c'
J-.q~1
I~Jl~tl....(v1-'" \,1'/\\-f_'1 ~~~J~\ C.A..!.:\- U"'>'~I ((or'-\-..A DfJO~'lt(
':l\=O-3'11-- J-3S I l)ov \.;(...1'--'(.., Ju ({*(~L '\:',~k Ltrttc--.
J,..dt vt~'-lv"-C. \iu-\\~'J Ule/,L C'd.:-\- l\I\.:':J-^1 0---?<,~'j (h\o-, Azc~.
;:t:tJ '11- -~S' I l) ~ \) 'V ... \ v ( j e e Gt ...f'"'\l' ( ~ L 6 v\ Ie I LYk v
.J'-'J1~Ck(,^"",<. Lju\\ <j \ft.h1dl-\ C--cl~.\-- \..).":-::J.,, I c.tv'~[:"'5 ~(D':~+(
*'")'12-. '1'-' ,'D "'J) VG-l\v( I fe.e C<~lIr-eL ~ l......\L \ ",tk/
)VJ1,-, t,~c. ""N' \,, {~\":.Y ~ij./< ( L.,,-.d-;-\- U V\"J.^ I Cfl ,k, A I)(~:'>l~~ I
~3~).. -S" t ')).;:.; \) \it \.... c J {,.e. c,~ l ~'-( l. be....., IL I~
I
l L1 t; (1' r.
l l CT - ~f I..) 0 r \{ 1-'1
f C..r .;.117- L \;'-1 2 [,)~ p r (\; ) (,. L
\ C1 (l r ~D'J ",--t\ /...L. t" ,/\-"\ C'." : \ \" I 10.... <.rhc h'-/ ~ <^ f P ,r (.., ,Jc.l
\ [\ q )
U'I ----......... ~\ \ ..r:J.-. I I
. \LYIIl/1- ....&.Il2.v (t/,;.'rw(~-cc.
I
(. rl.it-:.JJ
Ivc.ve\c.l) ~~v\l'1,^6t en}1-\) \\-..\C'iI'6/\le... I,-CL.....L
/\2-. f (, GI!./ ') \) ~j { ./-.lc-
.j'( {'" ~L
TOTAL (Also enter on line 5, Recapitulation) $ \ (4 q l r. \ I'f
(If more space is needed, insert additional sheets of the same size)
REV-1510 EX + (1-97)
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
?" , .
be "... \ G.",c
I( .
++L Ie
FILE NUMBER
). I .. 1 000.,'- 00'-\"'\ I
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM
NUMBER
1.
DESCRIPTION OF PROPERTY
INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER
ATTACH A COPY OF THE DEED FOR REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET
%OF
DECD'S
INTEREST
EXCLUSION TAXABLE VALUE
IIF APPLICABLE)
(c, j l.
C\;-(-\-::r -tc J.ov~ \r\\c/ .(/Igl~ - \l-\JI/:t;.
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c;A'IT,l~-U_ .JlN Lt{. ~vr bt?~ I
\ r \ -J.:J :;)/)
\
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.) \ 1.,).:..)',) "X'> \ :t-, \ '-='~,) . J .J
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)...
CD. J k:/ f.-tJ -tu
J {. ( t;~,d'{ 2.
d h<5 h. 4v'
)c/,dv\c.
II \ 1--'10 - 11 n 1"'0
I
~v JrJ7.~ I
Sllv..?J?)
10 :,)
J\ 00) ~;)
).., \ "0 ,).J
:L
C CJ k ,5,I1:J -to -tn' (~j, j11 i I ::u'- ,:1-13 110);
Je. e. c:"_~, ( If L il h..( 2v Ie +,..--- ).€-tz.', j
:> ,Y It. .;.)0-')
\ <lJ
3, () 0:),))
qJD J:J
[J -;\J.- ') \.." 1- - \ I \ S \J.l < 'V (' h..c/\ "'...
'-\ :r:. \'- /'\ (.; C{ C' 'V ",.Ie. ) I I "
\,.i (. \ \ ~J h 2..(:' \1'<-- \ {i.... L-\-- \J t^-~?'" I
J (. '" j \.... x" I ) ~ t v- e ~ (: : "::'~ , J (' e
Ct~. l ~ L. b 6"- k- I C' 1te v
).., b 11 '1.(
I J:)
J-, G 11 'tJ
TOTAL (Also enter on line 7, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
\\ XLI '-if'
REV-1511 EX+ (12-99) .
~,~,~
.~.~~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
~o('./'^ \J:.,r- C-
lL
H '.H.- It-
FILE NUMBER
)- \ ~ J- v .) Ie ~- 0 (:) '-Il I
ESTATE OF
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
1.
'r-vv---<1:.".\ ~f'\--t'_, V')c.v'\h.t:~y\"\n"j\ tUi''-V C'-':1-~-t'../\t-,,~-\ PA
t=' I,; '.--Lv J -fo.- ~ '^~. ,/. I
81~ l ",.1..0
}- /1_ "-'-J
~
t-v,^<vc\ tv"(.~'("" C.,,--\-C-VI"j .- (;,;<-/\-\-10",,);
J- I J .) 3
B ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
c
_ .J r\ -n: c.
A.
\S. I {,v ( '"
I 6 '-/ - f).. ~ ,y fl (,
.
RJ.
State .f.lL- Zip \ '1;,:) I 3
D
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address J"', 1 J. I~: ~ ~ l ( J <. )<.
City L<_ /1. I I L-
Year(s) Commission Paid:
tJlA
o
2.
Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Street Address
c 'j /\ "'-' i-.
rl) J
t4 \<:,\u,,-,(I...
,0--.. J ~ le.J -Lx
~ (b 0 Y>
\
Claimant
City c<
... \. J \'l
1(2)
State fA Zip
1-(aU
Relationship of Claimant to Decedent
lJ <'----,5 h~~
4.
Probate Fees
? J''c . UD
6.
Tax Return Preparer's Fees
GJ-\- <'r- ~ A?~ 0 L', .,-\c) , LL L
.---ol :0 I) (\ \ ^ ( .- 1-. .". v-t'+~ / "'-)
c; t'~ f (.,/ C. .~. r- , - w--.....--<L" ~ r-
)-, c;::;-? 00
5.
Accountant's Fees
7.
Atvt ,..-t\ .l;.r-j .(.0 r e. J-17. k
t:-J--\7, -Ie (\y(\L) ~.... S c' It Co (U.' -.J _",---t-
Jl ~-e2~'.r--J b~ levl,:,) o'{ Jii (2<v'-\.'f d'Jp-~j-(2.
fC,ftv-J
). fl' -'>0
lSq \ 2.
,y. (I ~
Y).'1.'i8
TOTAL (Also enter on line 9, Recapitulation) $ \~ f(q. 07
(If more space is needed, insert additional sheets of the same size)
REV.1S12 EX... (1.97)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
be-V'i' \ ~: I'-e:
1(,
~ L\L
FILE NUMBER
J-l- )-""'''''.(, r 00 l(ll
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
S f ./ ,'" ~ ) (Il.- \.: v \" -~''''L' \ ---h: l ( ~ k'V'-L L, \ \ \j
y 1.1 Lf
)-
W (: J \ .J h p./'L
f- /1.--, j
C,.V- ~...J\i,v'(C J~VVI CL
10] v"?
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
\ ~1 '"' ,-[ 'i
REV-1513 EX+ (9-00) ~~_
~
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
J..-I ~ J-- Q:; f.
u u L/ll
C,€ ,/c. \ C: 1'-<'_
\( ,
\--k t It-
NUMBER
I
RELATIONSHIP TO DECEDENT
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s)
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1.
A .~ \ t.-.} ck..
C'j ,'- i" ~ " I,
(u J
~t : ~ ~ \ {J L(<
K O(.~
1) t. v j k-vv
C4Y\'Jlt PA
\
1\ u \J
AMOUNT OR SHARE
OF ESTATE
~)
\ O:.J ~
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
Estate of Geraldine K. Hock
File Number 21-2006-00471
Attachment to Inheritance Tax Return
Schedule G.
Line 1. Cash gifts to daughter from 5/18/05 to 12/31/05:
6/04/05 $ 700
6/26/05 1,000
7/6/05 700
8/2/05 700
9/2/05 700
9/1 0/05 5,000
10/1/05 700
11/1/05 1,500
11/4/05 700
11/12/05 1,500
1213/05 700
12/25/05 1,000
8/26/05 200
Total 15,100
Line 2. Cash gifts to daughter from 1/1/06 to 5/17/06:
1/2/06 $ 1,500
1/3/06 700
1/8/06 1,500
3/27/06 700
4/23/06 700
Total 5,100
Continued on following page
Estate of Geraldine K. Hock
File Number 21-2006-00471
Attachment to Inheritance Tax Return
Schedule G. (continued)
Line 3. Cash gifts to friend from 5/18/05 to 12/31/05:
5/19/05 $ 500
6/4/05 300
6/14/05 300
7/6/05 300
7/21/05 350
8/2/05 300
8/26/05 500
9/2/05 300
10/1/05 300
11/1/05 300
12/3/05 300
12/21/05 100
12/25/05 100
Total 3,950
0_ 7-06; 2: 17PM;GIA~JT MKTG
; 1
# 4/ 2
~
SUSQUEHANNA
ALLEY
FEDERAL CREDIT UNION
June 6, 2006
Cynthia A. Blauch
513 S. Middlesex Road
Carlisle, Pa 17015
Re: Geraldine K. Hock, deceased
SSN: 189.18-5848
Dear Ms. Blauch:
Following is the date of death information on the accounts for Geraldine K.
Hock at this credit union. There were no joint owners on any of the
accounts.
Acct No. Type Balance Accrued Total
Interest Value
342.00 Shares $ 10,544.11 $ 13.58 $ 10,557.69
342.23S Certificate $ 84,588.17 $154.83 $ 84,743.00
342.35 MMA $ 27,771.12 $ 28.85 $ 27,799.97
342-40 Checking $ 10,571.31 $ 00.00 $ 10,571.31
342-51 Certificate $ 16,486.29 $ 27.57 $ 16,513.86
Totals $149,961.00 $224.83 $150,185.83
In addition to the above, there is an IRA account with a date of death
balance of $2673.18 and accrued Interest of $4.27 for a total date of death
value of $267745.
If tllere are questions, feel free to call.
Sincerely,
)(~/~
, ,/
Larry L. Stoner
President/CEO
3850 HARTZDALE DRIVE · CAMP HILL, PA 17011-7809
LOCAL: (717) 737-4152 TOLL FREE: (800) 948-1454 FAX: (717) 737.0589
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--....,._--_./
2- -,~ -06; 2:: ,PM; C.:; I ,A,j.JT I\\KTG
; 1
# 5/ 8
w~ 5kM,
$ SUZUKI
Phone: (717) 697-3099
Fax: (717) 697-3169
June 2, 2006
Cynthia Blauch
513 S. Middlesex Rd.
Carlisle, P A 17015
To whom it may concern:
The estimated value of model L T -F500F 4x4 year 1999 is $2,800.00
(Vin #JSAAM41A3X2105972)
1?~
Bill Toth
West Shore Suzuki
5203 East Trindle Road · Mechanicsburg, PA 17050
8- 7-06; 2: 19PM;GIA~JT MKTG
; 1
# ~~ 3
DAN'S FRAME SHOP
6493 Carlisle Pike
MECHANICSBURG, PA 17050
(717) 697-4122
~D~ -1}b
59394
DATE PAOMISED
LICENSE NUMBEA
MOTOR NUMBER
ODOMETER
/JjJ1;1'6tf!o~~:
~~~t1W~
LITERS/GALS. OF GAS @
TOTAL LABOR
(MAY BE CONTINUED ON OTHER SIDE)
TOTAL PARTS
L1TERSlQTS. OF OIL @
k ILBS. OF GREASE @
TOTAL PARTS
I hereby authorize the above repair work to be done along with the
necessary materials. You and your employees may operate above
vehicle for purposes 01 testing, inspection. or delivery at my risk. An
express mechanics lien is acknowledged on above vehicle to secure
the amount of repairs therelo. It is also understood that you will not
be held responsible for loss or damage to cars or articles left in cars
in cace of fire. theft or any other cause beyond your control.
SIGNATURE
ACCESSORIES
GAS. OIL
AND GREASE
SUBLET REPAIRS
EPAI WASTE
DISPOSAL
ACCESSORIES
TAX
TOTAL ACCESSORIES
TOTAL
THANK YOU
s~
06; 2: 19PM;GIANT Mf<TG
; 1 # A- 2
DAN'S FRAME SHOP
6493 Carlisle Pike
MECHANICSBURG, PA 17050
(717) 697.4122
MER /
...." Z - Of;,
59395
EXT.
DATE PROMiSED
LICENSE NUMBER
ODOMETER
. ~;J7f:kJ!..:A~i ~ ilAJ~ ItJH.
.... ....n~A1;.i1Ji"~J/; WOe
_. .~}'IJIY1-~ttf- ~.OD~~ ...
LITERS/GALS. OF GAS @
TOTAL LABOR
(MAY BE CONTINUED ON OTHER SIDE I
TOTAL PARTS
L1TERS/QTS. OF Oil @
k /LBS. OF GREASE @
TOTAL PARTS
I hereby authorize the above repair work to be done along with the
necessary materials. You and your employees may operate above
vehicle for purposes of testing, inspection, or delivery at my risk. An
express mechanics lien is acknowledged on above vehicle to secure
the amount of repairs thereto. It is also understood that you will not
be held responsible for loss or damage to cars or articles left in cars
in case of fj re, theft or any other cause beyond your control.
SIGNATURE
ACCESSORIES
GAS, OIL
AND GREASE
SUBLET REPAIRS
EPA I WASTE
DISPOSAL
ACCESSORIES
TAX
TOTAL ACCESSORIES
TOTAL
THANK YOU
LAST WILL AND TEST AMENT
OF
GERALDINE K. HOCK
I, GERALDINE K. HOCK, currently a resident of and domiciled in Lemoyne
Borough, Cumberland County, Pennsylvania, do hereby make, publish and declare this to
be my Last Will and Testament, hereby revoking all Wills and Codicils at any time
heretofore made by me.
ITEM I: Personal Effects. I give and bequeath all of my tangible personal
property, exclusive of any such property used in a trade or business, together with all
policies of insurance thereon, to my daughter, CYNTHIA A. BLAUCH, or if she does not
survive me, to her issue who survive me, per stirpes. If my daughter disclaims any
portion of this bequest, the disclaimed portion shall be distributed as part of the bequest to
my husband under Item II of this Will. I request that my daughter abide by any
memorandum by me directing the disposition of this property or any part thereof. This
request is precatory and not mandatory.
ITEM II: Specific Bequest. If my husband, GORDON F. HOCK, survives
me by one hundred fifty (150) days, I give, devise and bequeath to my husband cash,
securities or other property of my estate having a value equal to the amount, if any, that
my husband would be entitled to receive if my husband exercised his elective share rights
as set forth in Section 2201 et seq. of the Pennsylvania Probate, Estates and Fiduciaries
Code; provided, however, the amount of this bequest shall be reduced by the value of all
property and interests in property passing to my husband as a result of my death other
than pursuant to this bequest. My Executor shall have the sole discretion to select the
assets which shall constitute this bequest. This bequest shall be distributed, in trust, to my
hereinafter-named Trustee to be administered as provided in the following subparagraphs
of this Item. If my husband does not survive me by one hundred fifty (150) days, or in the
event my husband (or his legal representative) disclaims any portion of this bequest, the
same shall be distributed as part of the residue of my estate.
(a) My Trustee may pay to or apply for the benefit of my husband during his
lifetime such sums from the net income or principal of this trust as in its discretion shall
be necessary or desirable from time to time for his medical care, support, and
maintenance in reasonable comfort, or for any other reason my Trustee deems
appropriate. Any net income not paid shall be accumulated and added to principal. Upon
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the death of my husband prior to complete distribution of this trust, the then remaining
principal and accrued income shall be distributed pursuant to Item III of this Will as if I
had then died.
(b) Whenever my Trustee makes a distribution, it may be paid out in such of
the following ways as my Trustee deems best: (1) directly to my husband; (2) to my
husband's legally appointed guardian or attorney-in-fact; (3) to some relative or friend for
the care and support of my husband; (4) or by my Trustee using such amounts directly for
my husband's care and support. My Trustee shall have no further responsibility for funds
so paid.
ITEM III: Residuary Bequest. I give, devise and bequeath all the rest,
residue and remainder of my estate to my daughter, CYNTHIA A. BLAUCH, or if she
does not survive me, to her issue who survive me, per stirpes.
ITEM IV: Executor. I appoint my daughter, CYNTHIA A. BLAUCH, as
Executrix of this Will. If she is unable or unwilling to serve or continue to serve, then I
appoint my son-in-law, DENNIS D. BLAUCH, as Executor.
ITEM V: Trustee. I appoint my daughter, CYNTHIA A. BLAUCH, as
Trustee of the trusts created hereunder. If she is unable or unwilling to serve or continue
to serve, then I appoint my son-in-law, DENNIS D. BLAUCH, as Trustee.
(a) The then acting Trustee shall have the power to appoint at any time and
from time to time any person or bank or trust company to act as successor Trustee in the
event that the initial Trustees shall be unwilling or unable to serve or continue to serve as
a Trustee.
(b) Whenever a bank or trust company is serving as Trustee hereunder, the
beneficiary of any such trust (or such beneficiary's authorized agent or legal
representative) shall have the power to remove such Trustee and replace the same with
some other bank or trust company to act as successor Trustee. The successor must be a
bank or trust company related or subordinate to any trust beneficiary within the meaning
of Section 672( c) of the Internal Revenue Code. The removal shall not be effective until
a successor has accepted its appointment.
(c) Any successor Trustee shall have the same powers, duties and authorities as
though named hereunder as an original Trustee. Any successor Trustee shall be exempt
from any liability in any way related to the prior actions or omissions of the Trustees
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hereunder, and each shall be entitled to accept as conclusive any accounting and
statement of assets furnished by any predecessor Trustee.
(d) Any removal, resignation, appointment or acceptance of trusteeship shall be
made by written instrument duly signed, acknowledged before a notary public and filed
with the records of the Trust. Any Trustee may resign at any time without court approval~
provided, however, if the resigning Trustee was serving as sole Trustee, such resignation
shall not be effective until a successor has accepted an appointment as Trustee.
(e) Notwithstanding any provision herein to the contrary, no Trustee may
participate in the exercise of any discretion to distribute principal to himself or herself
other than for his or her health, education, support or maintenance, nor may any Trustee
participate in the exercise of any discretion to distribute or expend principal or income to
satisfy any of the trustee's personal legal obligations for support or other purposes.
ITEM VI: Fiduciary Powers. All fiduciaries (which term whenever used
herein shall include my Executors and Trustee and their successors) serving hereunder
shall do so without bond or other security in any jurisdiction. In addition to powers given
them by law, all fiduciaries acting under this, my Last Will and Testament, shall have the
following powers, applicable to all property held by them, effective without court order
and until actual distribution:
(a) To retain any or all of the assets of my estate or trust, real or personal,
without regard to any principle of diversification or risk~
(b) To sell at public or private sale, to exchange, or to lease for any period of
time, any real or personal property and to give options for sales, exchanges or leases, for
such prices and upon such terms or conditions as they deem proper~
(c) To invest in all forms of property (including stock, common trust funds and
mortgage investment funds whether maintained by my corporate fiduciary, if any, or
others) without restriction to investments authorized for Pennsylvania fiduciaries~
(d) To make distribution in cash or in kind, or partly in cash and partly in kind,
and in such manner as they may determine, and at valuations finally to be fixed by them~
(e) To allocate receipts and expenses to principal or income or partly to each as
they from time to time deem proper in their discretion~
(f) To engage in litigation and compromise, arbitrate or abandon any claim~
(g) To borrow money from any person or institution, and to mortgage or pledge
any or all real or personal property as they in their discretion shall choose, without regard
for the dispositive provisions of this instrument~
(h) To continue and operate any business owned by me at my death for such
time as my fiduciary shall deem advisable~
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(i) Power in my executors to disclaim on my behalf any property or interest in
property which would otherwise have passed to me by any means prior to my death.
(j) Power in my Trustee to combine assets of two or more trusts (including
trusts created by third parties) if the provisions of each are substantially identical, and to
administer them as a single trust, if my Trustee reasonably deems it appropriate and the
combination is consistent with my intent, and facilitates the trust's administration without
defeating or impairing the interests of the beneficiaries.
(k) In general, to exercise all of the powers in the management of my estate
which any individual could exercise in the management of similar property owned in their
own right, upon such terms and conditions as my fiduciaries may see best, and to execute
and deliver any and all instruments and to do all acts which my fiduciaries may deem
proper or necessary to carry out the purposes of this my Will, without being limited in
any way by the specific grants of power made, and without necessity of a court order.
ITEM VII: Spendthrift Clause. Except as otherwise provided herein, all
payments of principal and income payable, or to become payable, to the beneficiary of
any trust created hereunder shall not be subject to anticipation, assignment, pledge, sale or
transfer in any manner, nor shall any said beneficiary have the power to anticipate or
encumber such interest, nor shall such interest, while in the possession of my Executor or
Trustee, be liable for, or subject to, the debts, contracts, obligations, liabilities or torts of
the beneficiary.
ITEM VIII: Beneficiaries Under 21. If any share of my estate becomes
distributable to a beneficiary who has not attained the age of twenty-one (21) years, then
the same shall be paid to a custodian for the beneficiary under the Pennsylvania Uniform
Transfers to Minors Act. The custodian shall be selected by my Executor, and may be my
Executor or the minor's parent. The receipt of the custodian shall be a full discharge of
my Executor.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed my seal to
this, my Last Will and Testament, consisting of four (4) pages, this J 11ft day of
HI'<\, ,2001.
// f ~ A
I;;. I , .pr!~ . rj~ 7-/ 1"'f~ .1kl/
GERALDINE K. HOCK
(SEAL)
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..,
SIGNED, SEALED, PUBLISHED AND DECLARED by the above Testatrix as and
for her LAST WILL, in the presence of us who thereupon at her request, in her presence
and in the presence of each other have hereunto subscribed our names as witnesses:
d~ fl4l!r
Name
!/!. rk P IJ
A ress
y O~r f'/J-
Addfess
COMMONWEALTH OF PENNSYLVANIA )
) SS:
COUNTY OF YORK )
I, GERALDINE K. HOCK, the Testatrix, whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the instrument as my Last Will; and that I signed
it willingly and as my free and voluntary act for the purposes therein expressed.
Sworn to or affirmed and acknowledged before me by GERALDINE K. HOCK,
the Testatrix, this J<6~ day of ~ ,2001.
~
~~~ <RLJ<
Not ry Public ~
) A
i !
/i?;,.;, r,) ,1 . 't<' ::;:-!~- ;'
_. T -"\ T' ;..,} (. ...--
GERALDINE K. HOCK
Notarial Seal
Mlol1@la L. Ramp, Notary Public
York. York County
Mv Cotnf1llst;I(jl'\ Expires Oct 13, 2001
y_O .._... -....- ~.
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'1"
-".. '.'~' 'r" :ttl_- -..;.....~- ""-"-", '~H."~."',c;-"!l.'- ..''''''...(.......'. .,-"""vh'-'."j:~':&~;';;"',";,,,, il&~r~~f;:c~~'~" "':_"'k;>,<~ :.: L...-._..-L:;;."'>',_,-",~""",_"""""'':;''',,,,' ,.~. ..;,." ;J.'-,-_,' '.:.~ ..~-; ,.,~ .....- '0";;;' ",~_,,*,_,''''.yT_'. .",.'_.-",.;.:,. _,',.cO'....,._ .,.~"" ..' ~ ,~.. -~"'.""..~
- -_. -., 1.
COUNTY OF YORK
)
) SS:
)
COMMONWEAL TH OF PENNSYLVANIA
We,Cnni,hro. A.lY\<l~, l~ and j2DbrtClo~"e.
witnesses, whose names are signed the attached or foregomg Instrument, being duly
qualified according to law, do depose and say that we were present and saw the Testatrix sign
and execute the instrument as her Last Will; that the Testatrix signed willingly and executed
it as her free and voluntary act for the purposes therein expressed; that each subscribing
witness in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the
best of our knowledge, the Testatrix was at the time 18 or more years of age, of sound mind
and under no constraint or undue influence.
Sworn to or affirmed and subscribed to before me by
Ch ri ~ i-t"nO-. A. (Vh~ U-l ~ and ~\oert- CJo-hn€-
witnesses, this ) '8 'tl::- day of fY1/\ . ~ ' 2001.
~(l~
Witness
\\J~~ "'--d!. R~
Nota Public
Notarial Seal .
Mlch@le L, Ramp, Notary Pubhc
York. York County
! My Commission Expires Oct. 13, 2001
l."'__...........,;tf. ;p..''',."...~~~,.,..''''--
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